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My Portfolio - New Portfolio

PerformancePortfolio Details

Matthew Sparkes-Brown

My Portfolio
Individual Investor
Ranked #179,859 out of 775,923 TipRanks' Investors
Success Rate
66%
37 out of 56
profitable transactions
Average Return
7.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.19%
6-Month Return▲ 16.49%
12-Month Return▲ 21.05%
YTD Return▲ 20.65%
Total Return▲ 29.06%

Best Trade

AssetAbbVie (ABBV)
Opened at
Closed at-
Gain▲ 79.59%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 0.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.18%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.48%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 7.81%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.59%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.88%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.78%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 0.22%
▼ 2.25%▲ 3.53%▼ 0.18%
▲ 25.71%▲ 1.21%▲ 5.48%
▼ 4.22%▲ 2.34%▲ 7.81%
▲ 7.82%▲ 2.10%▲ 2.98%
▲ 5.38%▼ 0.89%▲ 0.59%
▲ 43.22%▲ 5.96%▲ 4.88%
▲ 3.34%▼ 1.56%▼ 4.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SCHD
Schwab US Dividend Equity ETF
10.04%
▼ 1.35%
3
Buy
Oct 21, 2024
ASML
ASML Holding
10.51%
▲ 0.73%
1
Open
Oct 17, 2024
MO
Altria Group
5.84%
▲ 27.92%
6
Buy
Oct 14, 2024
JEPI
JPMorgan Equity Premium Income ETF
6.48%
▲ 1.14%
4
Buy
Oct 14, 2024
VUSD
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
15.82%
▲ 5.72%
2
Buy
Oct 01, 2024
GOOGL
Alphabet Class A
7.65%
▲ 14.77%
2
Buy
Oct 01, 2024
O
Realty Income
2.68%
▼ 12.39%
4
Buy
Sep 16, 2024
V
Visa
11.7%
▲ 28.84%
4
Buy
Sep 13, 2024
UPS
United Parcel
2.96%
▼ 0.65%
2
Buy
Sep 13, 2024
SBUX
Starbucks
3.25%
▼ 1.03%
4
Buy
Aug 30, 2024
WSM
Williams-Sonoma
7.79%
▲ 35.64%
2
Buy
Aug 30, 2024
ABBV
AbbVie
3.66%
▲ 22.60%
4
Buy
Aug 23, 2024
AAPL
Apple
―
▲ 55.23%
2
Close
Aug 20, 2024
JNJ
Johnson & Johnson
―
▼ 0.29%
2
Close
Aug 20, 2024
JPM
JPMorgan Chase & Co.
―
▲ 39.75%
2
Close
Aug 20, 2024
SQ
Block
―
▼ 45.33%
3
Close
Aug 20, 2024
PYPL
PayPal Holdings
―
▼ 26.74%
3
Close
Aug 20, 2024
TROW
T Rowe Price
3.37%
▲ 6.26%
2
Buy
Aug 20, 2024
FNF
Fidelity National Financial
3.76%
▲ 0.61%
1
Open
Aug 20, 2024
BAC
Bank of America
4.49%
▲ 15.55%
1
Open
Aug 20, 2024